Using the Payment History tab

To access the History tab, from the menu bar select Orders > Payments > Payment Maintenance > History.

The History tab contains two sub-tabs — Payments and Refunds — which can be filtered simultaneously in several ways. The default views display all payments or refunds for the current month, but you can filter the views by:

· Form of payment: Select the desired option: All, Charge, Checks, or Scrip.

a In the Payments list, select a payment.

b Click View Order.

Version 7 now allows you to easily fix, redistribute or apply a payment to different invoices. Even for a captured credit card payment, which otherwise would not be editable, here you can redistribute the payment to other invoices easily just by editing the Apply amounts in the grid.

a In the Payments list, select a payment.

b Click Edit Payment.

The Apply Payments window opens, showing you the selected payment, which invoices it was applied to and their amounts, and all other open invoices for this customer.

c On the Apply Payment window make the required changes and click Save.

1. - To manually set an EDC or Hold flag, right-click on a payment and select EDC or Hold. Either action will keep the payment out of processing.

a In the Payments list, select a payment.

b Click Cancel Payment.

If the payment is a credit card, CMS will contact the processor and attempt to reverse the authorization or void the capture. A capture can only be voided on the day it takes place. After that, the payment must be refunded rather than cancelled.

c When prompted click Yes and then click OK.

Using the History tab (Payment Maintenance window)